NASDAQ INC (NDAQ) Institutional Ownership Changes & 13F Activity
NASDAQ INC (NDAQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Hsbc Holdings Plc, Mackenzie Financial Corp, Corient Private Wealth Llc, and Mercer Global Advisors Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Op Asset Management Ltd | Buy | +3,588 | +7.4% | 52,197 | $5.07M | Q4 2025 | Sep 28, 2026 |
| Cornerstone Financial Management Llc | Buy | +21 | — | 21 | $2.04K | Q4 2025 | Aug 28, 2026 |
| Dakota Wealth Management | Buy | +6,077 | +180.6% | 9,442 | $917.10K | Q4 2025 | Aug 26, 2026 |
| Advisors Asset Management, Inc. | Sell | -4,479 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Sell | -70,940 | -40.3% | 105,151 | $10.21M | Q4 2025 | Aug 18, 2026 |
| Arete Wealth Advisors, Llc | Buy | +26,450 | — | 26,450 | $2.57M | Q4 2025 | Aug 11, 2026 |
| Kerr Financial Planning Corp | Sell | -20 | -7.8% | 236 | $20.25K | Q4 2025 | Jul 01, 2026 |
| Storebrand Asset Management As | Sell | -5,609 | -2.1% | 267,674 | $26.00M | Q4 2025 | May 20, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +102 | — | 102 | $9.91K | Q4 2025 | May 12, 2026 |
| 1015 Capital Partners, Llc | Buy | +13 | — | 13 | $1.26K | Q4 2025 | May 11, 2026 |
| Vision Retirement, Llc | Buy | +127 | — | 127 | $12.34K | Q4 2025 | May 07, 2026 |
| Bravera Wealth | Buy | +34 | — | 34 | $3.30K | Q4 2025 | Apr 22, 2026 |
| Merited Wealth, Llc | Buy | +18 | — | 18 | $1.75K | Q4 2025 | Mar 26, 2026 |
| Larry Mathis Financial Planning, Llc | Buy | +3,265 | — | 3,265 | $317.13K | Q4 2025 | Mar 11, 2026 |
| Hsbc Holdings Plc | Buy | +1,225,879 | — | 1,225,879 | $119.25M | Q4 2025 | Mar 06, 2026 |
| Ejmk Ventures Llc | Buy | +8,061 | — | 8,061 | $782.98K | Q4 2025 | Mar 03, 2026 |
| Arwa Llc | Buy | +18,470 | — | 18,470 | $1.79M | Q4 2025 | Feb 27, 2026 |
| Cross Staff Investments Inc | Buy | +3,500 | — | 3,500 | $339.95K | Q4 2025 | Feb 27, 2026 |
| Anchor Investment Management, Llc | Buy | +3,148 | — | 3,148 | $305.76K | Q4 2025 | Feb 26, 2026 |
| Bell Investment Advisors, Inc | Buy | +180 | — | 180 | $17.48K | Q4 2025 | Feb 24, 2026 |
| Kera Capital Partners, Inc. | Buy | +37,906 | — | 37,906 | $3.67M | Q4 2025 | Feb 23, 2026 |
| Phillip James Consulting Co. | Buy | +81 | — | 81 | $8.00K | Q4 2025 | Feb 23, 2026 |
| Mv Capital Management, Inc. | Buy | +2 | +0.7% | 285 | $27.68K | Q4 2025 | Feb 23, 2026 |
| Northcoast Asset Management Llc | Buy | +16,765 | — | 16,765 | $1.63M | Q4 2025 | Feb 20, 2026 |
| Sunbelt Securities, Inc. | Buy | +5,751 | — | 5,751 | $558.60K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +312,928 | — | 312,928 | $30.30M | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +2,940 | — | 2,940 | $285.56K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +1,270,134 | — | 1,270,134 | $123.37M | Q4 2025 | Feb 18, 2026 |
| Mackenzie Financial Corp | Buy | +577,346 | — | 577,346 | $56.57M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +210,727 | — | 210,727 | $20.39M | Q4 2025 | Feb 18, 2026 |
Frequently asked questions about NDAQ activity
Which institutional owners are buying NDAQ?
Institutional owners buying NDAQ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in NDAQ activity?
"Buy" means an investor increased their reported position in NDAQ compared to the prior reporting period. This reflects growing exposure to NASDAQ INC (NDAQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in NDAQ increasing?
Institutional interest in NDAQ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related NDAQ Institutional Insights
- NDAQ Overview
- NDAQ 13F Institutional Holders
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- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- NDAQ Insider Trading & SEC Form 4 Activity
- NDAQ Articles
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